Integris Wealth Management, LLC Ishares Tr Transaction History

Integris Wealth Management, LLC

  • $383 Billion
  • Q2 2025

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,534 shares of IYR stock, worth $240,223. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,534
Previous 2,561 1.05%
Holding current value
$240,223
Previous $245 Million 2.07%
% of portfolio
0.06%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$84.48 - $96.25 $2,280 - $2,598
-27 Reduced 1.05%
2,534 $240 Million
Q4 2024

Jan 23, 2025
SELL
$90.74 - $102.87 $1,724 - $1,954
-19 Reduced 0.74%
2,561 $238 Million
Q3 2024

Oct 18, 2024
SELL
$86.93 - $103.61 $1,999 - $2,383
-23 Reduced 0.88%
2,580 $263 Million
Q1 2024

May 03, 2024
SELL
$85.32 - $92.22 $7,849 - $8,484
-92 Reduced 3.41%
2,603 $234 Million
Q4 2023

Feb 09, 2024
SELL
$73.28 - $92.46 $103,764 - $130,923
-1,416 Reduced 34.44%
2,695 $246 Million
Q3 2023

Nov 08, 2023
SELL
$77.12 - $89.86 $384,366 - $447,862
-4,984 Reduced 54.8%
4,111 $321 Million
Q2 2023

Jul 13, 2023
SELL
$80.51 - $86.54 $535,069 - $575,144
-6,646 Reduced 42.22%
9,095 $787 Million
Q1 2023

May 15, 2023
BUY
$78.73 - $95.24 $2,598 - $3,142
33 Added 0.21%
15,741 $1.34 Billion
Q4 2022

Feb 07, 2023
BUY
$76.97 - $89.17 $1.21 Million - $1.4 Million
15,708 New
15,708 $1.32 Billion

Others Institutions Holding IYR

# of Institutions
575
Shares Held
43.6M
Call Options Held
5.77M
Put Options Held
4.51M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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